Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,501 | $126,519-75.9% | $106,201-71.3% | $145,959-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.61% | 225.10%-213.5pp | 116.26%-104.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,909 | $3,726+4.9% | $3,170+23.3% | $4,661-16.1% |
| Participant deferral / active EE | $4,443 | $5,716-22.3% | $5,012-11.4% | $6,689-33.6% |
| Admin fee / account holder | $8,483 | $17,312-51.0% | $11,039-23.2% | $13,398-36.7% |